Purchases and Sales Made in Q4 2024 in First Trust Global Tactical CO (FTGC)
This table provides information about the institutional ownership of First Trust Global Tactical CO (FTGC) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TRUST GLOBAL TACTICAL CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.3K+ 44.78% |
$146K - $153K
|
20.4K
$520K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
6.05KNew |
$141K - $147K
|
6.05K
$155K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
5.93K+ 36.52% |
$138K - $144K
|
22.2K
$566K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.91KNew |
$137K - $143K
|
5.91K
$151K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.61K+ 6.2% |
$130K - $136K
|
96K
$2.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
5.2K+ 1.78% |
$121K - $126K
|
298K
$7.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.98K+ 227.99% |
$116K - $121K
|
7.16K
$183K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.61K+ 10.32% |
$107K - $112K
|
49.3K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.95K+ 21.73% |
$91.7K - $95.7K
|
22.1K
$565K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.13KNew |
$72.7K - $75.9K
|
3.13K
$79.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
3.04K+ 5.71% |
$70.6K - $73.7K
|
56.2K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.62K+ 8196.88% |
$60.9K - $63.6K
|
2.66K
$67.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.52KNew |
$58.5K - $61.1K
|
2.52K
$64.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.39K+ 3.92% |
$55.5K - $57.9K
|
63.3K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
2.33K+ 2.9% |
$54.2K - $56.6K
|
82.8K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.1K+ 0.73% |
$48.7K - $50.8K
|
290K
$7.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.08K+ 1.89% |
$48.4K - $50.5K
|
112K
$2.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.06KNew |
$47.9K - $50.1K
|
2.06K
$52.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
2KNew |
$46.5K - $48.5K
|
2K
$51.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.74K+ 2.24% |
$40.4K - $42.2K
|
79.2K
$2.02M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.67K+ 10.84% |
$38.9K - $40.6K
|
17.1K
$437K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.49K+ 4.48% |
$34.6K - $36.2K
|
34.8K
$888K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.47KNew |
$34.2K - $35.7K
|
1.47K
$37.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.16K+ 627.03% |
$26.9K - $28.1K
|
1.35K
$34.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1.09KNew |
$25.3K - $26.4K
|
1.09K
$27.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.03KNew |
$24K - $25K
|
1.03K
$26.3K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
985New |
$22.9K - $23.9K
|
985
$25.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
943+ 4.91% |
$21.9K - $22.9K
|
20.1K
$514K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
941+ 10.63% |
$21.9K - $22.8K
|
9.79K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
772+ 2.33% |
$17.9K - $18.7K
|
33.9K
$865K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
765+ 7.15% |
$17.8K - $18.6K
|
11.5K
$293K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
756+ 4.02% |
$17.6K - $18.3K
|
19.6K
$500K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
720+ 1.15% |
$16.7K - $17.5K
|
63.4K
$1.62M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
587+ 6.56% |
$13.6K - $14.2K
|
9.54K
$244K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
511New |
$11.9K - $12.4K
|
511
$13.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
488+ 4.43% |
$11.3K - $11.8K
|
11.5K
$294K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
471+ 1.91% |
$10.9K - $11.4K
|
25.2K
$643K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
448+ 1.91% |
$10.4K - $10.9K
|
23.9K
$611K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
446+ 2.3% |
$10.4K - $10.8K
|
19.8K
$506K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
417New |
$9.69K - $10.1K
|
417
$10.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
414New |
$9.62K - $10K
|
414
$10.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
300+ 4.35% |
$6.97K - $7.28K
|
7.19K
$184K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
263+ 1.44% |
$6.11K - $6.38K
|
18.5K
$473K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
232+ 2.45% |
$5.39K - $5.63K
|
9.71K
$248K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
228New |
$5.3K - $5.53K
|
228
$5.82K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
223+ 150.68% |
$5.18K - $5.41K
|
371
$9.48K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
213+ 1.55% |
$4.95K - $5.17K
|
14K
$357K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
212New |
$4.92K - $5.14K
|
212
$5.41K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
211+ 11.31% |
$4.9K - $5.12K
|
2.08K
$53K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
204+ 1.75% |
$4.74K - $4.95K
|
11.8K
$302K
|